DFX Intelligence

RIA Intelligence

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P•••• T••• R••• H•••••• D••••••• O•••••• F••• L••

Hedge Fundadvised by P•••••• I••••••••• M••••••••• C•••••• L••No longer reportedIAPD
Owners
2
asset manager 805-6857683632
As of · the latest Form ADV filing naming this fund
Minimum investment
Not disclosed
as reported
Adviser and related own
9%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
42 filings
May 29, 2013 to Mar 1, 2019
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Mar 1, 2019
May 29, 2013$0 then
Owners2 as of Mar 1, 2019
May 29, 20134 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feeder of 805-6846463422reported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-192966reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • S•••• S••••• C•••••••••
    K••••• C•••, Missouri
People on the Form D
related persons named on this fund's Form D filings
NameWhereFilingsNamed
A••••• T• M•••••executive officerNewport Beach, CA7n/a
B•••• R• H•••••executive officerNewport Beach, CA7n/a
D••••• J• I••••••executive officerNewport Beach, CA7n/a
D•••• C• F••••••executive officerNewport Beach, CA7n/a
E••• M•••••• S•••••••••executive officerNewport Beach, CA7n/a
J••••••• S• D•••••executive officerNewport Beach, CA7n/a
J••••• M• S••••••••executive officerNewport Beach, CA7n/a
J••••• T••••••• T••••••executive officerNewport Beach, CA7n/a
All 89 peoplemost filings first
NameWhereFilingsNamed
M••• R• K•••••executive officerNewport Beach, CA7n/a
M•••••• A• G••••executive officerNewport Beach, CA7n/a
M•••• P• W••••executive officerNewport Beach, CA7n/a
P•••• G• S••••••executive officerNewport Beach, CA7n/a
Q• G• W•••executive officerNewport Beach, CA7n/a
R••••• O• Y••••executive officerNewport Beach, CA7n/a
S•••• A• M•••••executive officerNewport Beach, CA7n/a
S•••••• A• R••••••executive officerNewport Beach, CA7n/a
T••••••• C• S••••••executive officerNewport Beach, CA7n/a
T••••• J• O••••••••executive officerNewport Beach, CA7n/a
C•••• P• D•••••••executive officerNewport Beach, CA6n/a
J•••• F• M••••executive officerNewport Beach, CA6n/a
M•••• L••• M•••••executive officerNewport Beach, CA6n/a
W•••••• G• D• L•••executive officerNewport Beach, CA6n/a
A••••• T••••• V••••executive officerNewport Beach, CA5n/a
C•••••• S•••• W••••••executive officerNewport Beach, CA5n/a
D•••• C• L•••executive officerNewport Beach, CA5n/a
D•••••• J• O•••••executive officerNewport Beach, CA5n/a
D•••••• M• H••••executive officerNewport Beach, CA5n/a
J••••••• S• B•••••••executive officerNewport Beach, CA5n/a
J••••••• L••• H••••executive officerNewport Beach, CA5n/a
L•• W• J••••• I•executive officerNewport Beach, CA5n/a
M••• P•••• S••••••executive officerNewport Beach, CA5n/a
M••••• G• F••••executive officerNewport Beach, CA5n/a
R••••••• K•••• M••••executive officerNewport Beach, CA5n/a
S••••• N• M•••••••executive officerNewport Beach, CA5n/a
S•••• L• W•••••executive officerNewport Beach, CA5n/a
B•••• L• H•••••executive officerNewport Beach, CA4n/a
C••••• A• M••••••••executive officerNewport Beach, CA4n/a
D•••• N• F••••• I••executive officerNewport Beach, CA4n/a
E••• J• M••••••executive officerNewport Beach, CA4n/a
J•••••• C• F•••executive officerNewport Beach, CA4n/a
J••• W•••••• M•••••executive officerNewport Beach, CA4n/a
J••••••• D• S••••executive officerNewport Beach, CA4n/a
P•••••• I••••••••• M•••••••••entitypromoterNewport Beach, CA4n/a
R•••••• R• L••••• J••executive officerNewport Beach, CA4n/a
S•••••• C• C•••••executive officerNewport Beach, CA4n/a
V••••• T••••• B•••••••executive officerNewport Beach, CA4n/a
A••••• R• J•••••executive officerNewport Beach, CA3n/a
D••••• L• H••••executive officerNewport Beach, CA3n/a
D•••• L• B••••executive officerNewport Beach, CA3n/a
E••••• A• D•••••executive officerNewport Beach, CA3n/a
J••• M• M•••••executive officerNewport Beach, CA3n/a
J••••• M• A•••••••executive officerNewport Beach, CA3n/a
N••••••• J• J••••••executive officerNewport Beach, CA3n/a
P•••••• I••••••••• M••••••••• C•••••• L••entitypromoterNewport Beach, CA3n/a
R•••••• H• C••••••executive officerNewport Beach, CA3n/a
S••••• H• P•••••executive officerNewport Beach, CA3n/a
S••••• H• D•••executive officerNewport Beach, CA3n/a
W•••• W• C••••executive officerNewport Beach, CA3n/a
C••••••• M• S••••executive officerNewport Beach, CA2n/a
C•••• A• D•••••executive officerNewport Beach, CA2n/a
E••••••• A• R••••executive officerNewport Beach, CA2n/a
G•••••• W• H•••executive officerNewport Beach, CA2n/a
J•••• M• B••executive officerNewport Beach, CA2n/a
J••• J• K••••••••executive officerNewport Beach, CA2n/a
K•••••••• G•••• K••••••executive officerNewport Beach, CA2n/a
M•••••• A• C•••••executive officerNewport Beach, CA2n/a
M•••••• A• E•••••••executive officerNewport Beach, CA2n/a
R••• A• M••••executive officerNewport Beach, CA2n/a
R••• N• M•••••executive officerNewport Beach, CA2n/a
R•••• C• S•••••••executive officerNewport Beach, CA2n/a
R•••• O• N•••••executive officerNewport Beach, CA2n/a
S••••• A• G••••executive officerNewport Beach, CA2n/a
W•••••• H• G••••executive officerNewport Beach, CA2n/a
A•••••••• J• K••••••executive officerNewport Beach, CA1n/a
C•••••• O• S••••executive officerNewport Beach, CA1n/a
C•••••• M•••••• L•••executive officerNewport Beach, CA1n/a
D••• M••••••••• M•••••••executive officerNewport Beach, CA1n/a
E•••••••• D•••• C•••••••executive officerNewport Beach, CA1n/a
E••• O• B•••••executive officerNewport Beach, CA1n/a
J••• J••••• S•••••••••executive officerNewport Beach, CA1n/a
J•• O• H••••executive officerNewport Beach, CA1n/a
J••••• M• D••••executive officerNewport Beach, CA1n/a
J•••• A•• M••••••executive officerNewport Beach, CA1n/a
P••• A• M•••••••executive officerNewport Beach, CA1n/a
R•••• D•••• C•••executive officerNewport Beach, CA1n/a
R•••• C• N•••••executive officerNewport Beach, CA1n/a
R•••••• D• G•••••••executive officerNewport Beach, CA1n/a
S••••••• J••••• S••executive officerNewport Beach, CA1n/a
W• S•••• S••••executive officerNewport Beach, CA1n/a

SEC Form D, item 3 (related persons: executive officers, directors and promoters of the issuer), every amendment on EDGAR. A name links to its IAPD record only when it matches exactly one Schedule A owner of the same adviser (15 of 89 here); every other name is as filed and is not joined to anyone.

Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
9.0%reportedadviser and related persons